INSAX
Price
$24.69
Change
+$0.20 (+0.82%)
Updated
Dec 4 closing price
Net Assets
18.94M
PMBPX
Price
$44.47
Change
+$0.07 (+0.16%)
Updated
Dec 4 closing price
Net Assets
31.57B
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INSAX vs PMBPX

Header iconINSAX vs PMBPX Comparison
Open Charts INSAX vs PMBPXBanner chart's image
Catalyst Insider Buying A
Price$24.69
Change+$0.20 (+0.82%)
VolumeN/A
Net Assets18.94M
Principal MidCap R5
Price$44.47
Change+$0.07 (+0.16%)
VolumeN/A
Net Assets31.57B
INSAX vs PMBPX Comparison Chart in %
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INSAX vs. PMBPX commentary
Dec 05, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is INSAX is a StrongBuy and PMBPX is a Hold.

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FUNDAMENTALS
Fundamentals
PMBPX has more cash in the bank: 31.6B vs. INSAX (18.9M). PMBPX pays higher dividends than INSAX: PMBPX (0.01) vs INSAX (0.00). INSAX was incepted earlier than PMBPX: INSAX (14 years) vs PMBPX (25 years). INSAX (2.24) is less costly to investors than PMBPX (0.83). INSAX is a more actively managed with annual turnover of: 76.00 vs. PMBPX (10.50). PMBPX has a lower initial minimum investment than INSAX: PMBPX (0) vs INSAX (2500). INSAX annual gain was more profitable for investors over the last year : 10.46 vs. PMBPX (-7.26). PMBPX return over 5 years is better than : 26.04 vs. INSAX (11.57).
INSAXPMBPXINSAX / PMBPX
Total Expense Ratio1.530.83184%
Annual Report Gross Expense Ratio2.240.83270%
Fund Existence14 years25 years-
Gain YTD17.0652.163789%
Front Load6%N/A-
Min. Initial Investment25000-
Min. Initial Investment IRAN/AN/A-
Net Assets18.9M31.6B0%
Annual Yield % from dividends0.000.01-
Returns for 1 year10.46-7.26-144%
Returns for 3 years72.4632.63222%
Returns for 5 years11.5726.0444%
Returns for 10 years72.4697.5674%
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